One of the most useful presentations I’ve been to in years (and those who know me know that I attend and present at a lot of industry conferences) was delivered by Sam Richter, a senior vice president at ActiFi, one of the industry’s leading software and solutions companies.

In “Know More! Referrals: Using Technology to Generate More Prospects and Land More Clients,” Richter shared dozens of quick tips and insights on how to use the impersonal web to personalize our referrals. Richter’s was one of many excellent breakout sessions offered by the Financial Planning Association at their annual Business Solutions Conference held at the Hyatt Cambridge, just outside of Boston last week.

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